KOSDAQ150 and KRX300 Indices Rebalances (Overlapping Additions & Deletions)
We highlight the KOSDAQ150 and KRX300 indices rebalances. There are some interesting new names, especially among those that are over lapping in...
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Kim Jong Un Shows Up At a Fertilizer Factory - Now You See Me?
This morning on May 2nd, it was widely reported in the media that dictator Kim Jong-Un showed up at a fertilizer factory in North Korea on May 1st....
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The Week That Was in ASEAN@Smartkarma - Indocement, Indonesia Chemicals, and Thai Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Chandra Asri (TPIA): Take Your Profit and Go!
Chandra Asri Petrochemical (TPIA IJ) , a subsidiary of Barito Pacific (BRPT IJ) , has witnessed its share price almost doubled in the past 12...
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Screening the Silk Road: (Small-)Mid Cap Free Cash Flow
In April 2018, we published a FCF screen with the sole aim of identifying potential names which could prove to be strong candidates in a Small-Mid...
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